Executive Director U.S. Tax Info Reporting & Withholding

JP Morgan Chase; Jersey City (NJ); On-site; USD 180,500 - 300,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial institution is seeking an Executive Director as an Information Reporting & Withholding Advisor. The role involves advising on US information reporting and withholding tax matters, ensuring compliance with IRS guidelines. Candidates should possess a minimum of 10 years of relevant experience, strong communication skills, and the ability to manage multiple projects. The position offers a competitive salary range and comprehensive benefits, recognizing the value of diversity and inclusion within the workplace.

Qualifications

• 10+ years of US information reporting and withholding tax advisory experience.
• Excellent verbal and written communication skills required.
• Broad knowledge of financial products, including investment funds.
• Ability to explain complex business transactions clearly.
• Oversee multiple projects effectively.
• Synthesize complex regulations into understandable terms.
• Build positive relationships with supported businesses.
• Work independently and effectively.

Responsibilities

• Review and interpret new IRS information reporting and withholding tax guidance.
• Monitor new products and ensure compliance with tax rules.
• Comment on language in business initiative documents.
• Provide guidance on year-end tax reporting forms.
• Respond to internal queries regarding tax documentation.

Skills

US information reporting and withholding tax advisory experience

Clear communication skills

Knowledge of financial products

Ability to grasp complex transactions

Project management skills

Ability to simplify complex regulations

Relationship-building skills

Ability to work independently

Education

Minimum 10 years experience in tax

Juris Doctor preferred

Job description

A leading financial institution is seeking an Executive Director as an Information Reporting & Withholding Advisor. The role involves advising on US information reporting and withholding tax matters, ensuring compliance with IRS guidelines. Candidates should possess a minimum of 10 years of relevant experience, strong communication skills, and the ability to manage multiple projects. The position offers a competitive salary range and comprehensive benefits, recognizing the value of diversity and inclusion within the workplace.